Clear Perspectives Financial Planning, LLC Vanguard Total World Stk Index Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 2,263 shares of VT stock, worth $273,981. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,263

Previous 2,263 -0.0%

Holding current value

$273,981

Previous $195,000 6.67%

% of portfolio

0.12%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$78.67 - $91.07 $59,789 - $69,213	-760 Reduced 25.14%	2,263 $195,000
Q3 2022 Nov 09, 2022	SELL	$78.88 - $94.48 $130,151 - $155,892	-1,650 Reduced 35.31%	3,023 $238,000
Q2 2022 Aug 11, 2022	SELL	$83.88 - $102.77 $512,842 - $628,335	-6,114 Reduced 56.68%	4,673 $399,000
Q1 2022 May 12, 2022	SELL	$93.8 - $108.09 $100,178 - $115,440	-1,068 Reduced 9.01%	10,787 $1.09 Million
Q4 2021 Feb 09, 2022	SELL	$101.45 - $109.23 $195,088 - $210,049	-1,923 Reduced 13.96%	11,855 $1.27 Million
Q3 2021 Nov 05, 2021	BUY	$101.52 - $107.65 $117,154 - $124,228	1,154 Added 9.14%	13,778 $1.4 Million
Q2 2021 Aug 05, 2021	BUY	$98.57 - $104.51 $66,436 - $70,439	674 Added 5.64%	12,624 $1.31 Million
Q1 2021 May 06, 2021	BUY	$92.05 - $98.71 $232,150 - $248,946	2,522 Added 26.75%	11,950 $1.16 Million
Q4 2020 Feb 01, 2021	BUY	$78.99 - $92.58 $744,717 - $872,844	9,428 New	9,428 $873,000

Others Institutions Holding VT

# of Institutions

1,029

Shares Held

87.7M

Call Options Held

149K

Put Options Held

45.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account

Clear Perspectives Financial Planning, LLC Vanguard Total World Stk Index Transaction History